SimplyRich’s Honda HMC Stock Holding History

SimplyRich’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-31,069	Closed	-$985K	–	225
2024 Q3	$985K	Sell	31,069 -1,319	-4%	-$41.8K	0.27%	87
2024 Q2	$1.04M	Sell	32,388 -45	-0.1%	-$1.52K	0.33%	71
2024 Q1	$1.21M	Hold	32,433	–	–	0.39%	62
2023 Q4	$1M	Buy	32,433 +452	+1%	+$14.3K	0.34%	76
2023 Q3	$1.07M	Buy	31,981 +46	+0.1%	+$1.48K	0.52%	52
2023 Q2	$967K	Buy	+31,935	New	+$902K	0.34%	78

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SimplyRich's HMC Position: Q4 2024 in Review

SimplyRich sold out of Honda (HMC) in Q4 2024, closing a stake of 31,069 shares — an estimated $985K sold.

SimplyRich first reported a position in HMC in Q2 2023 and held it in 6 quarters. The position peaked at $1.21M in Q1 2024. 354 funds tracked by Wall St. Rank hold HMC as of Q4 2024.

SimplyRich reported no remaining Honda position as of Q4 2024 after selling out during the quarter.
SimplyRich sold 31,069 Honda shares in Q4 2024, an estimated $985K.
SimplyRich first reported a position in Honda in Q2 2023 and held it in 6 quarters.
SimplyRich's Honda position peaked at $1.21M in Q1 2024.
354 funds tracked by Wall St. Rank held Honda as of Q4 2024.

Based on SimplyRich's 13F filing for Q4 2024, filed 29 Jan 2025.